37 names are moving together; 32% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| AA | Alcoa Corporation | Basic Materials | +0.1% | Group member |
| ACMR | ACM Research, Inc. | Technology | -8.6% | Group member |
| WULF | TeraWulf Inc. | Financial Services | -4.8% | Most structurally connected |
| CIFR | Cipher Digital Inc. | Technology | -9.1% | Group member |
| QUIK | QuickLogic Corporation | Technology | -6.6% | Group member |
| FPS | Forgent Power Solutions, Inc. | Industrials | -6.8% | Group member |
| WOLF | Wolfspeed, Inc. | Technology | -4.7% | Group member |
| CPOP | Pop Culture Group Co., Ltd | Communication Services | +698.8% | Group member |
| FCX | Freeport-McMoRan, Inc. | Basic Materials | -2.5% | Group member |
| COR | Cencora, Inc. | Healthcare | +0.9% | Group member |
| ROG | Rogers Corporation | Technology | -2.0% | Group member |
| CSTM | Constellium SE | Basic Materials | -1.7% | Group member |
| RMBS | Rambus, Inc. | Technology | -7.9% | Group member |
| DSY | Big Tree Cloud Holdings Limited | Consumer Defensive | -4.1% | Group member |
| TROX | Tronox Holdings plc | Basic Materials | -0.3% | Group member |
| ENPH | Enphase Energy, Inc. | Technology | -3.9% | Group member |
| FDMT | 4D Molecular Therapeutics, Inc. | Healthcare | -7.8% | Group member |
| VPG | Vishay Precision Group, Inc. | Technology | -6.1% | Group member |
| ICHR | Ichor Holdings | Technology | -9.9% | Group member |
| LGN | Legence Corp. | Industrials | -7.2% | Group member |
| BTX | BlackRock Technology and Privat | Financial Services | -2.4% | Group member |
| SANM | Sanmina Corporation | Technology | -3.4% | Group member |
| NMM | Navios Maritime Partners LP | Industrials | -0.5% | Group member |
| PDFS | PDF Solutions, Inc. | Technology | -5.1% | Group member |
Cohort
37 namesParticipation
32% this sessionObserved history
1 daily buildsFiling coverage
33/38 memberscredit / rates affecting interest expense
“Debt Issuance Costs and Debt Discount Debt issuance costs and debt discount are recorded as a direct reduction of the carrying amount of the debt and are amortized to interest expense using the effective interest method over the contractual term of the debt and in consideration of expected future principal payments including, when applicable, payments subject to an excess cash flow sweep (see Note 10).”
WULF 10-K
restructuring
“The increase was also driven by $8.9 million impairment charges related to the shutdown of a mining facility and the cessation of related bitcoin mining operations to support the Company’s transition to HPC operations.”
WULF 10-Q
restructuring affecting expense
“Impairment of property, plant, and equipment during the three months ended March 31, 2026 primarily due to $16.8 million impairment charge related to asset retirement costs assumed in connection with the Hawesville Site acquisition.”
WULF 10-Q
Risk-Off Basket can stay leader-led if QUIK and the next software names fail to join while WULF keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.